SMIC co-CEO Zhao Haijun says the company raised prices following negotiations with customers in Q1, and that it will charge more for wafers processed in Q3
THE SO WHAT
SMIC hiking wafer prices on the back of strong AI demand is another data point that silicon — not just GPUs, but foundry capacity — is a tightening bottleneck. If your roadmap depends on new ASICs or custom silicon, lock in capacity and pricing early or risk margin compression when your chips finally land.
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